Integrate Kajabi Purchase Details with Google Sheets Using Pabbly Connect

Learn how to automate the integration of Kajabi purchase details into Google Sheets using Pabbly Connect with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Kajabi to Google Sheets Integration

To begin integrating Kajabi purchase details into Google Sheets, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications, ensuring that every new purchase in Kajabi is recorded in your Google Sheets automatically.

Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something descriptive, such as ‘Kajabi to Google Sheets’, then click on ‘Create’ to proceed.

2. Configuring the Trigger with Kajabi in Pabbly Connect

In this step, you will configure the trigger to capture new purchases from Kajabi. In the trigger window of Pabbly Connect, select Kajabi as the app. For the event, choose ‘New Purchase’ from the dropdown menu. This setup will notify Pabbly Connect whenever a new purchase occurs.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your Kajabi account. In Kajabi, navigate to the product for which you want to track purchases, go to the ‘Offers’ section, and find the specific offer. Click on the three dots on the right, select ‘Webhooks’, and paste the webhook URL into the ‘Purchase Webhook URL’ field. Finally, click ‘Save’.

3. Testing the Kajabi Purchase Trigger in Pabbly Connect

To ensure that your trigger is set up correctly, you need to test it by making a dummy purchase. Go back to your Kajabi product page and copy the link for the offer. Open this link in an incognito tab, enter the details for a test customer, and complete the purchase process. using Pabbly Connect

After making the test purchase, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. You should see that Pabbly Connect has received the details of the purchase, including the product name, customer details, and other relevant information. This confirms that the connection between Kajabi and Pabbly Connect is functioning properly.

4. Setting Up Google Sheets Action in Pabbly Connect

Now that you have confirmed the trigger works, it’s time to set up the action to send purchase details to Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the app and choose ‘Add New Row’ as the action event. Click on ‘Connect’ and then select ‘Add New Connection’.

You will be prompted to sign in with your Google account. After successful authentication, select the spreadsheet you want to use. For this integration, choose the spreadsheet named ‘Kajabi Sales’. Make sure this spreadsheet has columns for customer name, email, mobile number, offer ID, and member ID.

• Select the spreadsheet from your Google Sheets account.
• Choose the specific sheet within the spreadsheet (e.g., Sheet1).
• Map the fields from Kajabi to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Test Request’ to verify that the details are being sent correctly to your Google Sheet. If successful, you will see the new purchase details added as a new row in your specified sheet.

5. Final Testing of the Automation Workflow

To ensure that your automation workflow is fully operational, perform another test purchase. Go back to the incognito tab, use a different test customer email, and complete the purchase process again. This will simulate a real-world scenario to confirm that everything works as expected.

After completing the second test purchase, check your Google Sheet. You should see the new customer details populated in a new row. This confirms that the integration between Kajabi and Google Sheets via Pabbly Connect is successful and fully automated, allowing you to manage purchase details effortlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Kajabi purchase details into Google Sheets. By following these steps, you can streamline your workflow and efficiently manage customer data without manual entry. This automation not only saves time but also enhances accuracy in your record-keeping.